Wealthspire Advisors (New York)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Sell |
15,328
-1,441
| -9% | -$816K | 0.05% | 131 |
|
|
2025
Q1 | $8.95M | Buy |
16,769
+934
| +6% | +$498K | 0.05% | 122 |
|
|
2024
Q4 | $9.02M | Buy |
15,835
+829
| +6% | +$472K | 0.09% | 110 |
|
|
2024
Q3 | $8.55M | Buy |
15,006
+3,326
| +28% | +$1.89M | 0.09% | 115 |
|
|
2024
Q2 | $6.25M | Sell |
11,680
-643
| -5% | -$344K | 0.08% | 101 |
|
|
2024
Q1 | $6.86M | Sell |
12,323
-260
| -2% | -$145K | 0.09% | 98 |
|
|
2023
Q4 | $6.38M | Sell |
12,583
-151
| -1% | -$76.6K | 0.09% | 103 |
|
|
2023
Q3 | $5.82M | Sell |
12,734
-215
| -2% | -$98.2K | 0.1% | 99 |
|
|
2023
Q2 | $6.2M | Sell |
12,949
-656
| -5% | -$314K | 0.1% | 90 |
|
|
2023
Q1 | $6.24M | Buy |
13,605
+2,346
| +21% | +$1.08M | 0.11% | 86 |
|
|
2022
Q4 | $4.99M | Sell |
11,259
-1,847
| -14% | -$818K | 0.09% | 99 |
|
|
2022
Q3 | $5.26M | Buy |
13,106
+441
| +3% | +$177K | 0.11% | 88 |
|
|
2022
Q2 | $5.24M | Buy |
12,665
+3,663
| +41% | +$1.51M | 0.11% | 84 |
|
|
2022
Q1 | $4.42M | Sell |
9,002
-2,391
| -21% | -$1.17M | 0.1% | 81 |
|
|
2021
Q4 | $5.9M | Sell |
11,393
-3,008
| -21% | -$1.56M | 0.13% | 76 |
|
|
2021
Q3 | $6.93M | Buy |
14,401
+3,881
| +37% | +$1.87M | 0.14% | 74 |
|
|
2021
Q2 | $5.17M | Buy |
10,520
+101
| +1% | +$49.6K | 0.14% | 68 |
|
|
2021
Q1 | $4.96M | Buy |
10,419
+1,317
| +14% | +$627K | 0.12% | 89 |
|
|
2020
Q4 | $3.82M | Buy |
9,102
+7,084
| +351% | +$2.97M | 0.11% | 87 |
|
|
2020
Q3 | $684K | Sell |
2,018
-80
| -4% | -$27.1K | 0.04% | 153 |
|
|
2020
Q2 | $681K | Sell |
2,098
-9,532
| -82% | -$3.09M | 0.05% | 130 |
|
|
2020
Q1 | $3.06M | Buy |
11,630
+9,532
| +454% | +$2.51M | 0.13% | 90 |
|
|
2019
Q4 | $788K | Buy |
2,098
+154
| +8% | +$57.8K | 0.06% | 76 |
|
|
2019
Q3 | $685K | Buy |
1,944
+300
| +18% | +$106K | 0.06% | 65 |
|
|
2019
Q2 | $583K | Hold |
1,644
| – | – | 0.05% | 46 |
|
|
2019
Q1 | $568K | Hold |
1,644
| – | – | 0.05% | 30 |
|
|
2018
Q4 | $498K | Buy |
+1,644
| New | +$498K | 0.05% | 35 |
|